Original filing (PDF)20241122135530NAL0001147939001

The Robertson Mechanical & Electrical Co., Inc.

Name: The Robertson Mechanical & Electrical Co., Inc. — Form 5500 Plan 002 (2023)
Creator: The Robertson Mechanical & Electrical Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Robertson Mechanical & Electrical Co., Inc. Cash Balance Plan

Defined-benefit pension plan · The Robertson Mechanical & Electrical Co., Inc.'s The Robertson Mechanical & Electrical Co., Inc. Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

The Robertson Mechanical & Electrical Co., Inc.'s EIN is 61-1244209.

EIN 61-1244209

Plan number 002

Plan year 2023

ACK ID 20241122135530NAL0001147939001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Robertson Mechanical & Electrical Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Robertson Mechanical & Electrical Co., Inc.'s plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ROBERTSON MECHANICAL & ELECTRICAL CO., INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off